Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West
Emily Sipes

Emily Sipes, CFP®

Sr. Client Development Associate

Ethan Klie

Client Dev Associate
F Xuereb

Fred Xuereb

Sr. Client Development Associate

Jackie Steczkowsk

Regional Sales Associate

Jacques Jagr

Sr. Client Development Associate

Jahyra Robinson

Service Operations Associate

James Bondar

Client Development Associate
James Werner

James Werner

Sr. Manager, Client Development Associate

Jenna Taylor

Client Development Associate

Kirk Fagot

Service Operations Associate

Lacy Hartzler

Sr. Client Development Associate

Lwel Htoo

Relationship Manager
Marzena Hanekv

Marzena Hanek

Client Development Associate
Matt Snyder

Matt Snyder

Regional Sales Associate

Murphy Adriano-Rhodes

Sr. Manager, Direct Client Development

Nikki Ivins

Sr. Client Development Associate

Peter Frisell

Service Operations Associate

Sam Reys

Relationship Manager
Spencer Anderson headshot

Spencer Anderson

Regional Sales Associate

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